Greenleaf Financial Network, LLC

Overview

Greenleaf Financial Network, LLC is an independent registered investment adviser organized as an LLC and listed with an SEC registration year of 2026. The firm serves individuals and families, with an owner-classified as an individual and a business model that includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third-party advisers. Greenleaf identifies itself as a capital allocator and provides fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. The adviser is not listed as an active ESG investor and is shown as not a multi-state adviser in the snapshot data. An accounting professional affiliation is noted among the firm’s industry relationships, which may support its planning and tax-aware implementation work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices